Senior Solutions Engineer, First Party Casualty

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Act as a knowledgeable point of contact for clients regarding first party casualty claims operations.

• Lead intricate reviews of carrier processes by interviewing potential clients to map existing workflows, identify operational challenges, and convert findings into actionable recommendations and solution designs.

• Engage with stakeholders at various levels (from frontline adjusters to senior executives), adjusting communication styles to effectively influence both operational and strategic audiences.

• Convey industry best practices in first party casualty and benchmark client operations against these standards.

• Collaborate directly with prospective clients to gather configuration requirements, integration needs, and technical limitations.

• Provide customized product demonstrations and solution walkthroughs that align first party solution capabilities with client challenges.

• Assist in technical discovery throughout the sales cycle, equipping sellers with operational insights to progress opportunities.

• Create and present executive-ready PowerPoint presentations that effectively outline client challenges, solution value, ROI, and structured visual narratives to support scalable pre-sales activities.

• Develop clear technical narratives and reusable enablement materials that translate product capabilities into client-centric solutions, enabling sellers to deliver cohesive first party messaging.

• Anticipate client objections and prepare sellers and executives with credible, well-supported responses grounded in product knowledge and industry expertise.

• Contribute to the development of scalable tools, templates, and processes to enhance pre-sales efficiency.

• Maintain up-to-date knowledge of product capabilities, roadmaps, and industry trends to inform client discussions.

• Foster strong relationships with product management, aligning on client requirements and market trends.

• Act as a liaison between clients and product management by sharing feedback, market insights, and competitive intelligence.

• Collaborate with Product, Marketing, and Customer Success to ensure cohesive messaging and alignment with client needs.

• Facilitate the transition from sales to implementation by ensuring effective knowledge transfer and establishing clear expectations.

⛳️ Requirements

• Hands-on experience on the carrier side in first party casualty claims operations.

• Over 5 years of experience in sales engineering, solution consulting, technical pre-sales, claims operations, strategy, or process improvement.

• Demonstrated ability to lead process reviews or operational assessments, synthesizing complex information and translating findings into clear, actionable recommendations for clients.

• Proficient in using software such as Visio or Miro for documentation purposes.

• Strong client-facing communication skills, capable of engaging senior business stakeholders, frontline users, and technical audiences with credibility and clarity.

• Advanced presentation and storytelling abilities, including the capacity to create executive-ready PowerPoint presentations that connect client challenges, solution value, ROI, and business impact.

• Apply structured analytical skills to review workflows, organize information, identify trends, and develop practical, client-focused recommendations, utilizing Excel as necessary for basic analysis.

• Experience in cross-functional collaboration with Sales, Product, Marketing, Customer Success, or Implementation teams to meet client needs and ensure solution alignment.

• Bachelor’s degree is preferred.

🏝️ Benefits

• 401K Match

• Paid time off

• Annual Incentive Plan

• Performance Bonus

• Comprehensive health insurance

• Adoption Assistance

• Tuition Reimbursement

• Wellness Programs

• Stock Purchase Plan options

• Employee Resource Groups